Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHOP, NFLX, AMZN, GLBE, EQIX, and represent 71.88% of Barton Investment Management's stock portfolio.
- Added to shares of these 10 stocks: KVYO, SYM, RPRX, OWL, INTC, AMD, DELL, ASML, TWLO, SMH.
- Started 7 new stock positions in GLW, DELL, AMD, TWLO, ASML, SMH, INTC.
- Reduced shares in these 10 stocks: , NFLX, SHOP, AMZN, GTLB, OKTA, EQIX, BL, PYPL, TROW.
- Sold out of its position in Air Lease Corp.
- Barton Investment Management was a net seller of stock by $-31M.
- Barton Investment Management has $738M in assets under management (AUM), dropping by -7.42%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Shopify Cl A Sub Vtg Shs (SHOP) | 24.4 | $181M | 1.6M | 114.18 |
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| Netflix (NFLX) | 22.1 | $163M | -2% | 2.3M | 71.40 |
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| Amazon (AMZN) | 15.7 | $116M | -2% | 487k | 238.34 |
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| Global E Online SHS (GLBE) | 5.1 | $38M | 1.1M | 34.73 |
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| Equinix (EQIX) | 4.5 | $33M | -2% | 32k | 1042.39 |
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| Okta Cl A (OKTA) | 4.0 | $29M | -5% | 214k | 136.45 |
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| Klaviyo Com Ser A (KVYO) | 2.6 | $19M | +19% | 1.3M | 15.10 |
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| Blue Owl Capital Com Cl A (OWL) | 2.5 | $18M | +3% | 2.1M | 8.75 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 2.1 | $15M | 416k | 36.79 |
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| Gitlab Class A Com (GTLB) | 2.0 | $15M | -13% | 481k | 30.53 |
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| American Tower Reit (AMT) | 1.7 | $13M | 77k | 163.57 |
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| Microsoft Corporation (MSFT) | 1.2 | $9.1M | 24k | 373.02 |
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| Electronic Arts (EA) | 1.2 | $9.0M | 44k | 205.04 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $7.5M | 10.00 | 748850.00 |
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| Apple (AAPL) | 1.0 | $7.2M | 25k | 289.36 |
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| Qualcomm (QCOM) | 1.0 | $7.0M | +3% | 38k | 184.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $6.9M | 19k | 357.37 |
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| Berkshire Hathaway Cl B CL B | 0.7 | $5.1M | 10k | 500.39 |
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| Paypal Holdings (PYPL) | 0.6 | $4.3M | -7% | 99k | 43.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.9M | 11k | 370.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.8M | 11k | 353.33 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.6M | 14k | 253.97 |
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| Blackline (BL) | 0.5 | $3.5M | -20% | 126k | 28.07 |
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| Symbotic Class A Com (SYM) | 0.3 | $2.4M | +45% | 54k | 44.95 |
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| Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) | 0.3 | $2.1M | -4% | 20k | 105.57 |
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| Abbvie (ABBV) | 0.3 | $1.9M | 7.6k | 251.64 |
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| Royalty Pharma Shs Class A (RPRX) | 0.2 | $1.7M | +59% | 30k | 56.07 |
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| T. Rowe Price (TROW) | 0.2 | $1.6M | -14% | 14k | 113.69 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.5M | 26k | 58.20 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 8.1k | 136.72 |
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| Doordash Cl A (DASH) | 0.1 | $1.1M | 6.0k | 184.53 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 8.2k | 128.50 |
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| Costco Wholesale Corporation (COST) | 0.1 | $958k | 1.0k | 935.47 |
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| Oracle Corporation (ORCL) | 0.1 | $848k | 5.8k | 146.55 |
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| NVIDIA Corporation (NVDA) | 0.1 | $774k | +5% | 3.9k | 200.09 |
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| Abbott Laboratories (ABT) | 0.1 | $713k | 7.9k | 90.74 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $663k | -5% | 2.0k | 334.82 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $656k | 3.2k | 205.02 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $627k | 839.00 | 746.77 |
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| Cisco Systems (CSCO) | 0.1 | $597k | 5.1k | 117.46 |
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| Intel Corporation (INTC) | 0.1 | $540k | NEW | 3.9k | 139.63 |
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| Walt Disney Company (DIS) | 0.1 | $509k | -15% | 5.3k | 96.25 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $496k | 17k | 29.43 |
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| American Express Company (AXP) | 0.1 | $494k | -4% | 1.5k | 338.25 |
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| Qxo Com New (QXO) | 0.1 | $475k | +23% | 28k | 17.28 |
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| Northern Trust Corporation (NTRS) | 0.1 | $391k | 2.3k | 173.84 |
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| Advanced Micro Devices (AMD) | 0.1 | $386k | NEW | 665.00 | 580.91 |
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| Dell Technologies CL C (DELL) | 0.1 | $378k | NEW | 875.00 | 431.46 |
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| Broadcom (AVGO) | 0.0 | $365k | -3% | 965.00 | 377.79 |
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| Meta Platforms Cl A (META) | 0.0 | $354k | 629.00 | 563.29 |
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| Bill Com Holdings Ord (BILL) | 0.0 | $337k | -34% | 9.3k | 36.16 |
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| Automatic Data Processing (ADP) | 0.0 | $314k | 1.4k | 223.95 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $298k | NEW | 150.00 | 1989.44 |
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| Analog Devices (ADI) | 0.0 | $292k | 735.00 | 397.17 |
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| Wal-Mart Stores (WMT) | 0.0 | $287k | 2.5k | 113.26 |
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| Twilio Cl A (TWLO) | 0.0 | $271k | NEW | 1.3k | 206.33 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $269k | 1.2k | 217.93 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $269k | NEW | 410.00 | 655.89 |
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| Corning Incorporated (GLW) | 0.0 | $241k | NEW | 945.00 | 255.43 |
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| Pfizer (PFE) | 0.0 | $228k | -2% | 9.5k | 24.08 |
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Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2026 Q2 filed July 20, 2026
- Barton Investment Management 2026 Q1 filed April 20, 2026
- Barton Investment Management 2025 Q4 filed Jan. 21, 2026
- Barton Investment Management 2025 Q3 filed Oct. 21, 2025
- Barton Investment Management 2025 Q2 filed July 21, 2025
- Barton Investment Management 2025 Q1 filed April 11, 2025
- Barton Investment Management 2024 Q4 filed Jan. 27, 2025
- Barton Investment Management 2024 Q3 filed Oct. 17, 2024
- Barton Investment Management 2024 Q2 filed July 18, 2024
- Barton Investment Management 2024 Q1 filed April 26, 2024
- Barton Investment Management 2023 Q4 restated filed Jan. 24, 2024
- Barton Investment Management 2023 Q4 filed Jan. 23, 2024
- Barton Investment Management 2023 Q3 filed Oct. 16, 2023
- Barton Investment Management 2023 Q2 filed July 24, 2023
- Barton Investment Management 2023 Q1 filed April 18, 2023
- Barton Investment Management 2022 Q4 filed Jan. 26, 2023